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PolicyFlow
Specialist insurance broking management software
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PolicyFlow - 2026 Pricing, Features, Reviews & Alternatives
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PolicyFlow overview
What is PolicyFlow?
PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms.
PolicyFlow offers insurance brokers the tools they need to manage both consumer and commercial contacts, review map layers in order to calculate risk, as well as communicate directly with clients via SMS messages. PolicyFlow also provides workflow tools such as task tracking, document management, and email integration. Users can link tasks to clients, create letters and documents from customizable templates, and automatically file and store all emails in the PolicyFlow system.
With PolicyFlow, insurance brokers can manage and track quotes, administer policies, and audit claims. Users can automate insurance quote requests, manage claim appeals and payments, and create dynamic risk questionnaires. In addition, PolicyFlow provides users with self-service client portals that can be integrated into their company website. PolicyFlow also offers an open API, accounting integrations, and secure data storage.
Starting price
per month
Alternatives
with better value for money
PolicyFlow’s user interface
PolicyFlow reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
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PolicyFlow's features
PolicyFlow alternatives
PolicyFlow
Starting from
50
Per month
Anagram
Starting from
27
Per month
Health Cloud
Starting from
350
Per month
Financial Services Cloud
Starting from
300
Per month
PolicyFlow pricing
Value for money rating:
Starting from
50
Per month
Per Feature
User opinions about PolicyFlow price and value
Value for money rating:
PolicyFlow integrations (5)
Top integrations
PolicyFlow support options
Typical customers
Platforms supported
Support options
Training options
PolicyFlow FAQs
PolicyFlow has the following pricing plans:
Starting from: £50.00/month
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of PolicyFlow?
PolicyFlow has the following typical customers:
Mid Size Business, Small Business
Q. What languages does PolicyFlow support?
PolicyFlow supports the following languages:
English
Q. Does PolicyFlow offer an API?
Yes, PolicyFlow has an API available for use.
Q. What other apps does PolicyFlow integrate with?
PolicyFlow integrates with the following applications:
QuickBooks Online Advanced, Feefo, Mailchimp, Trustpilot, Xero
Q. What level of support does PolicyFlow offer?
PolicyFlow offers the following support options:
Phone Support, Email/Help Desk